When you have one or more projects that were created and managed in PM Server, and you want to start managing them in Primavera Portfolio Management as well, you need to import them into Primavera Portfolio Management. Since the imported projects were not created in Primavera Portfolio Management, the system creates a new item in Primavera Portfolio Management for each imported project and maps it to its counterpart in PM Server. As a result of this mapping these projects share and exchange information during the next Publish and Update processes.
To import projects:
- Select Tools > Bridge Console…. The Bridge Console dialog box appears.
- Select a PM server from the list, and click Import.
- Select Create new items to have a new item created in PPM for each project imported from the selected server, or select Map to existing items to map each imported project to a specific item in PPM.
Note: When the system creates a new item in Primavera Portfolio Management during import, it assigns this item the name of the project it is based on in PM Server. The system can not create a new item if there is already an existing item in Primavera Portfolio Management with the same name.
- Click Next to select the projects you would like to import.
- In the Available Projects pane select the projects you want to import, and then click Add to move the projects to the Selected Projects pane.
Note: If you select more than one item to import, they will have the same home portfolio, manager, Status, Sync Mode, Life Cycle, and—depending on the server settings—Mapping Mode. Therefore, only import multiple items if you are certain that the projects share these settings.
- Click Next.
If you selected Create new items in the first step of the wizard, fill out the information needed to create the new items.
If you selected Map to existing items in the first step of the wizard, for each project in the left column, select the item from Primavera Portfolio Management you want to map it to from the drop down list in the right column. Items and Projects need not have matching names.
- Assign a portfolio to be the Home Portfolio of the items you are importing. You can change this later within the item itself. This is a required field.
- Assign a manager to the new Primavera Portfolio Management items. This is a required field.
Note: If you have Admin permissions for the specified home portfolio, you can set any other user to be the manager of the new items. If you do not have Admin permissions for the specified home portfolio, you can only set yourself to be the manager of the items.
- Select a Status of Open, Closed, or Candidate for each item.
- Select the Life Cycle you are applying to the each new Primavera Portfolio Management item.
- Select the Sync Mode you are applying. For more information on Sync Modes, refer to Setting the Sync Mode Parameter in Configuring Project Management Bridge after Installation.
- Depending on the server settings, you may need to select the Mapping Mode you are applying. For more information on mapping, refer to Step 6: Sub-Items Mode -- Entering Update Mapping Definitions in The Project Management Bridge Wizard for P6.
- Click Import to start importing the selected projects. A progress indicator appears.
- When the progress indicator displays a process completed message, click Close.